作者：彭丽 编辑：袁斯来 36氪获悉，2025年11月，中国智能E-bike品牌Urtopia刚刚完成对美国老牌E-bike品牌Pedego的战略收购。 Pedego创立于2008年，是美国最早的电动自行车品牌之一，一度曾居美国销量榜首。其产品强调实用、可靠、便利，在喜欢舒适骑行、追求稳定 的用户中有很高认可。 美国市场反而展现出强劲的增长势头。张波解释，业内人士通常认为，E-bike在欧洲是通勤工具，在美国是玩具，所以美国市场相对较小。但从 2019年开始，美国的销售量每年都是15% 以上的增长，"2021 年，E-bike的出货量只有 100 万台，到2024年已经是220 万台。目前E-bike在德国的 渗透率已经超过30%，荷兰是50%，美国还很低，不到5%。" Urtopia吃到了市场初期的红利。张波透露，2025年Urtopia的营收是2024年营收的三倍。 根据Urtopia联合创始人张波透露，多家公司竞争此次收购，Urtopia 强大的研发能力和供应链建设则很有优势。除了自研的AI系统外， Urtopia 发 布的自研中置电机 Quark DM 1.2是目前"最轻 / 高扭矩密度"的电助力自行 ...

Core Viewpoint - The new mandatory national standard for electric bicycles, GB17761—2024, has been implemented since September 1, 2024, prohibiting manufacturers from producing models that do not comply with the new regulations [1] Group 1: Transition Period and Market Response - The market is currently in a transition phase where old standard models are being sold off while new standard models have not yet arrived [2][4] - Sales of old standard models have surged as consumers rush to purchase before the new regulations take effect [4] - The transition period allows manufacturers and retailers until November 30 to clear out old inventory, after which only new standard models can be sold [2][4] Group 2: Consumer Behavior and Purchase Motivations - Many consumers are motivated to buy electric bicycles for practical reasons, such as transporting children for school, especially with the new school season starting [4] - There is a concern among consumers that prices for new standard models may be higher, prompting them to buy old models before the deadline [4][6] Group 3: New Standard Features and Safety Enhancements - The new standard includes stricter requirements for battery packs, controllers, and speed limiters to prevent unauthorized modifications [7][9] - Electric bicycles under the new standard must not exceed a speed of 25 km/h, with automatic power cut-off if this limit is breached [9] - Enhanced safety features include the addition of a communication module for real-time monitoring and alerts regarding safety issues [11] Group 4: Industry Implications - Manufacturers have ceased production of old standard models, leading to limited availability as the deadline approaches [4][6] - The new standard aims to improve safety and reduce fire risks associated with electric bicycles, addressing past incidents related to battery overheating [9][11]